Understanding the structure

This financial tracker is built around 4 databases:

• Accounts, Transaction Logs, Spending Categories, and Budgets.

Each database is designed to solve daily challenges for you in an easy way.

Getting Started: creating an account

1. Go to Accounts and create an account
   1. It can be a Bank or Investment
   2. Loans will be available soon

Defining Categories

By default you have plenty of categories and sub-categories (parent-children). I recommend having a high view of such categories here . In case you need more/less categories or sub-categories:

1. Go to Categories
   1. Add a new Category, add an emoji and a cover image
   2. Delete the row (works for both parent and children categories)

Creating Budgets (optional)

Budgets are a fantastic way to help us thrive in our personal finances. However, you can use the template without creating a budget. Indeed, I may recommend using a bunch of days such template and later on start incorporating budgets. In order to create a budget:

1. Go to Budget
   1. Click on the buttons “New” monthly/quarterly/yearly budget
   2. You need to set:
      1. Budget Amount
      2. Start & End Date
      3. Spending Category (useful for data insights)

By doing that, you should be properly up and running

Creating Transactions

Transactions can be for income and expenses. Therefore, go to Personal Finance Tracker and check the “Quick Actions” title:

Income

To add an income:

1. Click the “New Income” button
2. Add the Transaction Amount